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MF_120662

UTI - Flexi Cap Fund-Growth Option - Direct

Equity Scheme - Flexi Cap Fund

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End Amount
₹53,061.89
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.82%
MF_120662 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
7.60%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
0.47
Risk-Adjusted Return
Sortino Ratio
0.69
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 22% 19%
60 days 55% 15% 12%
90 days 59% 12% 11%
180 days 54% 10% 7%
1Yr 55% 7% 5%
3Yr 55% 4% 3%
5Yr 69% 2% 2%
7Yr 60% 2% 0%
10Yr 67% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period UTI - Flexi Cap Fund-Growth Option - Direct Nifty 50
30 days 0.8% | -68.6% | 18.5% | 196.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -33.3% | -54.9% | 18.8% | 132.7% -23.0% | -45.3% | 16.7% | 120.0%
90 days -23.7% | -43.5% | 17.1% | 113.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.6% | -11.7% | 12.7% | 69.9% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.5% | 4.6% | 13.2% | 26.1% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 3.6% | 4.3% | 15.2% | 21.8% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.0% | 10.8% | 14.0% | 17.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.7% | 11.5% | 13.7% | 16.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 4, 2013 May 15, 2013 131 days 9% Nifty 50: 9% 10050 9123 10095
May 17, 2013 Oct. 18, 2013 154 days 14% Nifty 50: 14% 10191 8793 10244
Dec. 4, 2014 Jan. 17, 2015 44 days 6% Nifty 50: 6% 16063 15042 16162
Jan. 29, 2015 Feb. 28, 2015 30 days 5% Nifty 50: 5% 16824 15910 16842
March 3, 2015 April 11, 2015 39 days 6% Nifty 50: 7% 16974 16008 16980
April 13, 2015 Aug. 5, 2015 114 days 9% Nifty 50: 10% 16980 15407 17087
Aug. 6, 2015 July 12, 2016 341 days 18% Nifty 50: 19% 17088 13958 17094
Sept. 6, 2016 March 17, 2017 192 days 15% Nifty 50: 11% 18271 15564 18283
Jan. 24, 2018 April 20, 2018 86 days 7% Nifty 50: 9% 21843 20247 21870
Aug. 27, 2018 Dec. 21, 2019 481 days 18% Nifty 50: 14% 24531 20235 24577
Feb. 12, 2020 Oct. 8, 2020 239 days 34% Nifty 50: 37% 26343 17423 26510
Jan. 11, 2021 Feb. 4, 2021 24 days 7% Nifty 50: 6% 34374 31898 34707
Nov. 16, 2021 Dec. 15, 2023 759 days 26% Nifty 50: 14% 45897 34169 45949
Jan. 15, 2024 May 16, 2024 122 days 5% Nifty 50: 4% 46556 44040 46570
Sept. 24, 2024 Oct. 30, 2026 766 days 20% Nifty 50: 15% 57035 45585 53062